math and science education building renovation a combined

RESOLUTION

MATH AND SCIENCE EDUCATION BUILDING RENOVATION

WHEREAS, in accordance with Board Rule 415, on April 12, 2019, The Board of Trustees of The University of Alabama (“Board”) approved the Stage I submittal for the Math and Science Education Building (formerly the Biology Building) Renovation project (“Project”) located at 411 Hackberry Lane; and

WHEREAS, the Project will revitalize existing underutilized space near the academic core of campus as well as address the current space challenges that the Department of Physics and Astronomy, Geography, Geology and the New College are experiencing as the programs are currently spread out between Gallalee Hall, Farrah Hall and Smith Hall; and

WHEREAS, the Project will replace space for the Math Technology and

Learning Center which will be lost as a result of the demolition of the Tutwiler Annex; and

WHEREAS, the Project will consist of renovation of the 90,095 gross square

foot main building that will include asbestos abatement, upgraded mechanical, life safety and security systems and improvements to the 5,540 gsf auditorium; and

WHEREAS, the Consultant Selection Committee, appointed by The

University of Alabama (“University”) has completed Part 1 of the Consultant Selection process in accordance with Board Rule 415 and negotiations will be conducted following approval as follows:

Ranking of Top Firms: 1. KPS Group, Inc., Birmingham, Alabama 2. TurnerBatson Architects, PC, Birmingham, Alabama 3. Williams Blackstock Architects, Birmingham, Alabama

WHEREAS, the Project location and program have been reviewed and are

consistent with the University Campus Master Plan, University Design Standards and the principles contained therein; and

WHEREAS, the Project will be funded from Office of Academic Affairs

Reserves in the amount of $3,000,000 and from 2019 Future General Revenue Bonds

in the amount of $29,500,000 and the Project will address approximately $13,500,000 in campus deferred maintenance liability; and

WHEREAS, the preliminary budget for the Project is as stipulated below:

BUDGET: CURRENT Package A – Early Demolition $ 642,253 Package B – Building Construction $ 23,077,925 Landscaping $ 200,000 Furniture, Fixtures and Equipment $ 2,457,553 Security/Access Control $ 250,000 Telecommunication/Data $ 619,036 Contingency* (10%) $ 2,392,018 UA Project Management Fee** (3%) $ 789,366 Architect/Engineering Fee – Programming $ 112,700 Architect/Engineer Fee*** (6.75%) $ 1,601,112 Commissioning $ 90,000 Expenses (Geotech, Construction Materials Testing and Special Inspections)

$ 100,000

Other Fees and Services (Testing, Advertising, Printing) $ 168,037 TOTAL PROJECT COST $ 32,500,000

*Contingency is based on 10% of the costs of construction and landscaping. **UA Project Management Fee is based on 3% of the costs of construction, landscaping and contingency. ***Architect/Engineer Fee is based on 5.4% of the costs of construction plus a 25% renovation factor.

WHEREAS, officials at The University of Alabama have determined that the Board will incur certain costs in connection with the acquisition, construction and installation of the Project prior to the issuance of the Bonds, and the Board intends to allocate a portion of the proceeds of the Bonds to reimburse the Board for certain of the costs incurred in connection with the acquisition, construction and installation of the Project paid prior to the issuance of the Bonds; and

NOW, THEREFORE, BE IT RESOLVED by The Board of Trustees of The

University of Alabama that The University of Alabama does hereby declare that it intends to allocate a portion of the proceeds of the Bonds to reimburse the Board

for expenses incurred after the date that is no more than sixty days prior to the date of the adoption of this resolution, but prior to the issuance of the Bonds in connection with the acquisition, construction, and installment of the Project. This portion of this resolution is being adopted pursuant to the requirements of Treasury regulations Section 1.150-2(e)

NOW, BE IT FURTHER RESOLVED that Stuart R. Bell, President,

Matthew M. Fajack, Vice President for Finance and Operations and Treasurer, or those officers named in the most recent Board Resolutions granting signature authority for The University of Alabama be, and each hereby is, authorized to act for and on behalf of the Board of Trustees to execute an architectural agreement with KPS Group, Inc., Birmingham, Alabama, for architectural services in accordance with Board Rule 415 for this Project.

THE UNIVERSITY OF ALABAMA – Finance and Operations TUSCALOOSA, ALABAMA

EXECUTIVE SUMMARY— Math and Science Education Building Renovation Page 1 of 2

EXECUTIVE SUMMARY PROPOSED CAPITAL PROJECT

BOARD OF TRUSTEES SUBMITTAL

Meeting Date: June 6 – 7, 2019

CAMPUS: The University of Alabama, Tuscaloosa, Alabama

PROJECT NAME: Math and Science Education Building Renovation (formerly Biology Building)

PROJECT LOCATION: 411 Hackberry Lane

ARCHITECT: Requesting in this submittal

THIS SUBMITTAL: PREVIOUS APPROVALS:

Stage I April 12, 2019

Stage II

Stage III

Stage IV

PROJECT TYPE SPACE CATEGORIES PERCENTAGE GSF

Building Construction Classroom Facilities 39% 41,224

Building Renovation Classroom Laboratory 16% 9,780

Building Addition Offices 4% 4,114

Equipment Common Space/Circulation 22% 22,041

Building Support 13% 12,936

Auditorium 6% 5,540

TOTAL 100% 95,635

BUDGET Current Package A – Early Demolition $ 642,253 Package B – Renovation $ 23,077,925 Landscaping $ 200,000 Furniture, Fixtures and Equipment $ 2,457,553 Security/Access Control $ 250,000 Telecommunication/Data $ 619,036 Contingency* (10%) $ 2,392,018 UA Project Management Fee** (3%) $ 789,366 Architect/Engineer Fees – Programming $ 112,700 Architect/Engineer Fee*** (6.75%) $ 1,601,112 Commissioning $ 90,000 Expenses (Geotech, Construction materials Testing and Special Inspections) $ 100,000 Other Fees and Services (Testing, Advertising, Printing) $ 168,037 TOTAL PROJECT COST $ 32,500,000 *Contingency is based on 10% of the costs of construction and landscaping. **UA Project Management Fee is based on 3% of the costs of construction, landscaping and contingency. ***Architect/Engineer Fee is based on 5.4% of the costs of construction plus a 25% renovation factor.


EXECUTIVE SUMMARY— Math and Science Education Building Renovation Page 2 of 2

ESTIMATED ANNUAL OPERATING AND MAINTENANCE (O&M) COSTS:

(Utilities, Housekeeping, Maintenance, Insurance, Other)

95,635 gsf x ~$6.89/gsf $ 625,089*

TOTAL ESTIMATED ANNUAL O&M COSTS: $ 625,089*

FUNDING SOURCE:

Capital Outlay:

Office of Academic Affairs Reserves $ 3,000,000

2019 Future General Revenue Bonds $ 29,500,000

O&M Costs: $ N/A*

* The Math & Science Education Building is an existing Educational and General facility and, as such, O&M costs are already funded from the University’s annual operating budget. There is no incremental increase in O & M cost anticipated with this Project.

NEW EQUIPMENT REQUIRED:

RELATIONSHIP & ENHANCEMENT OF CAMPUS PROGRAMS:

The Math and Science Education Building Renovation project (“Project”) will address space-bound situations in the sciences departments, such as Physics and Astronomy, Geography, and others. Enrollment growth has forced the department of Physics to reduce the amount of laboratory time in its Introductory Physics courses by more than half. Even with the reduction in lab time they are nearly at saturation level with no room for class/lab expansion without decreasing the amount of faculty/graduate student office space. Physics and Astronomy and Geography have little or no room for growth in faculty offices or research space.

An experiential learning coordination and collaboration space comprised of seminar rooms, classroom, and “maker space” on the 1st floor will be used by the students, advisors, and directors associated with The University of Alabama’s (“University”) experiential learning programs including undergraduate research, service learning, study abroad programs, and internship programs. In addition, the eTech group will remain on the 1st floor, since they provide technical hardware and software support for the teaching technologies used in the teaching labs on all four floors of the proposed renovated building.

Relocating the Mathematics Technology Learning Center (MTLC) is necessitated by the demolition of Tutwiler, where it is currently located. The MTLC serves 10,000 students per week, nearly 1/3 of the undergraduate student body; such a large number of students cannot be accommodated by existing classroom and computer lab facilities outside the MTLC. The proposed project will allow a relocated MTLC to continue to deliver superior computer-lab-based pedagogy to the 10,000 students per week currently enrolled, as well as allow the MTLC enrollment to grow through increased capacity and through the expansion of the use of the MTLC computer labs in additional courses (Calculus, Linear Algebra, and Differential Equations). The expansion of the use of computer labs in these additional courses will greatly improve their pedagogy. The benefit of the MTLC’s computer-based approach is shown in the student passing percentage in MATH 100 when taught in the traditional lecture-based format (in 1999) to the greatly improved passing rate after MATH 100 was taught in the MTLC, starting in 2000. The passing percentage in the traditional lecture-based classes was roughly 40%, while in the computer-based MTLC mode, the passing percentage has risen to 50-80%.


PROJECT SUMMARY – Math and Science Education Building Renovation Page 1 of 2

ATTACHMENT NO. 1 Project: Math and Science Education

Building Renovation BOT Submittal: Stage II

Meeting Date: June 6 – 7, 2019

Project Summary

MATH AND SCIENCE EDUCATION BUILDING RENOVATION The Biology Building was constructed in 1971, and Biological Sciences resided there for 38 years until, in 2009, the Biological Sciences Departmental main offices and teaching laboratories, along with the majority of the building’s faculty, relocated across the street to the new Science and Engineering building (SEC). This project proposes to renovate the building for other academic uses as follows. The proposed Math and Science Education Building Renovation project (“Project”), located at 411 Hackberry Lane, will involve the renovation of the 90,095 gross square foot (gsf) main building as well as improvements to the adjacent 5,540 gsf Auditorium. The renovation of the main building will include asbestos abatement, interior demolition, upgraded mechanical, life safety and security systems, new elevators, and new classroom AV and network infrastructure. Limited work will be performed on the exterior of the building, which will include the replacement of all windows and reworking the openings to be more consistent with campus architecture, roofing and the demolition of the greenhouse. The building is connected to the Central Thermal Energy System. The Project will accommodate necessary space to support the relocation of the Math Technology Learning Center (MLTC) along with introductory laboratories for the currently space-bound Departments of Physics and Astronomy, Geography, Geology, and New College. Specifically, the proposed Project will revitalize existing space in the academic core of campus by repurposing the 3rd and 4th floor to support the relocation of the MTLC that is currently located in the Annex of Tutwiler Residence Hall, which is scheduled for demolition in 2020 as part of the New Tutwiler Residence Hall project. The existing MTLC is fully utilized with teaching and testing being conducted in the same location and currently they are not able to accommodate tutoring and classes during testing periods. The course work in the MTLC is conducted using Emporium pedagogy, the idea that student performance is improved by having students do math rather than watch someone else do math. This Project will support additional courses being offered in this format, which has proven to be effective for both learning and cost. By utilizing two floors, it will provide individual spaces where both teaching and testing can occur at the same time. The geometry of the building is ideally suited for the MTLC as the radial layout allows the instructors and proctors to be centrally located and provides optimal fields of view and sightlines.


PROJECT SUMMARY – Math and Science Education Building Renovation Page 2 of 2

The Project will also assist The University of Alabama (“University”) with addressing the current space challenges that the Departments of Physics and Astronomy, Geography, Geology, and New College are experiencing. These programs are currently spread out between Gallelee Hall, Farrah Hall and Smith Hall and this Project will consolidate these programs on the 1st and 2nd floor of the renovated facility, which will ultimately free up over 11,000 square feet of space for other program needs. The renovated facility will also support introductory labs with goals to create more elevated learning environments. New spaces allocated for the Physics Department will accommodate the “studio” format, which integrates lectures and labs for a more efficient and valuable academic experience. Additionally, the Geography Department will improve its pedagogy by adding sinks in their new labs for the first time. Special consideration has been given to the flexibility of these spaces to allow for other programs within the University to utilize them upon availability. The building will be purposefully designed to facilitate student flow due the projected high volume of students that will be coming through the building at class changes. This will be achieved by providing wide corridors, queuing areas, multiple access points to the building from adjacent major corridors in the area, adequate wayfinding, and stair modifications to allow for free flow while still maintaining fire code requirements. This project will eliminate approximately $13,500,000 in campus deferred maintenance liabilities. The building is ideal for adaptive reuse given adequate floor to floor heights and the existing heavy structural frame and envelope. Adaptive reuse over new construction will yield the University significant savings over new construction.

THE JI\J VERSITY OF

ALABAMA April 22, 2019

Dr. Dana S. Keith

OM\/Ofl 'Jf

Finance and Operations Vice President

Vice Chancellor for Finance and Administration

Sid McDonald Hall

500 University Boulevard, East

Tuscaloosa, AL 35401

Mr. James W. Wilson, III

Chair, Physical Properties Committee

Chairman and CEO

Jim Wilson & Associates, LLC

2660 Eastchase Lane, Suite I 00

Montgomery, AL 36117

RE: Consultant Selection Process - Part 1

Math and Science Education Building Renovation

UA Project No: 034-19-2011

Dear Dr. Keith and Trustee Wilson,

Pursuant to Board Rule 415, on April 12, 2019, The Board of Trustees of The University of

Alabama ("Board") approved the Stage I submittal for the Math and Science Education Building

Renovation project ("Project") at a projected cost of $32,500,000.

Pursuant to Board Rule 415, notifications for the Project, including a brief description of the

Project program, location, and preliminary budget were advertised, issued by email to Alabama

based firms and others in the consultant database and posted on The University of Alabama

("University") campus web page. Firms desiring Lo be considered were requested to provide

brochures to the University outlining their qualifications, relevant experience and proposed team

members by July 27, 2018.

A Consultant Selection Committee, appointed by the University, in accordance with the

provisions of Board Rule 415, reviewed the submitted brochures and on September 12, 2018,

interviewed the following architectural firms:

• JMR + H Architecture, PC, Montgomery, Alabama

• KPS Group, Inc., Birmingham, Alabama

• TurnerBatson Architects, PC, Birmingham, Alabama

• Williams Blackstock Architects, Birmingham, Alabama

Math and Science Educalion Building Renovation April 22, 20 I 9 Page 2

The Consultant Selection Committee then determined the following ranking for the firms

deemed most qualified for the Project:

l. KPS Group, Inc., Birmingham, Alabama

2. Turner Batson Architects, PC, Birmingham, Alabama

3. Williams Blackstock Architects, Birmingham, Alabama

4. JMR + H Architecture, PC, Montgomery, Alabama

The primary selection criteria used in the ranking of the firms included the following:

I. The firms represented a clear understanding of the Project program and goals, as well as

how to achieve them, specifically, expertise with renovating existing space and building

systems and incorporating innovative instructional spaces/labs and collaboration spaces

into academic buildings.

2. The firms are familiar with the University facilities standards and the regulatory

requirements for the design of the project.

3. The firms presented the most favorable listing of qualified principals, staff and associated

engineers for the Project along with a commitment to meet the University's schedule for

completion of the design and construction of the Project.

4. The firms are committed to using Alabama-based consultant engineers and architects for

the Project.

Approval is hereby requested for:

1. The ranking of consultant firms listed herein before.

2. Approval to submit these rankings for the Physical Properties Committee for review and

approval.

If you have any questions or concerns, please feel free to contact me.

ice President for Finance and Operations

and Treasurer

MMF/ccj

Attachment

pc w/atchmts: Michael Rodgers

Michael Lanier

Tim Leopard

Sommer Coleman

Tony Smith

Taylor Thorn

*****************************************************************************************

Math and Science Education Building Renovation April 22, 201 9 Page 3

The above listing of firms ranked as the most qualified for the Project are hereby approved

and by forwarding this executed document to the Chancellor's office, the rankings are

approved for inclusion in the Board materials to the Physical Properties Committee. *****************************************************************************************

Dr. Dana S. Keith: Recommend for Approval Vice Chancellor for Finance and Administration

Trustee James W. Wilson, III : Approval Recommended Chair of the Physical P, operties Committee

Apr-29-2019

THE UN IVERSITY OF ALABAMA

Campus:

Project Name:

Project Location:

Prepared By:

Part 1

EXECUTIVE SUMMARY

CONSULTANT SELECTION PROCESS

BOARD OF TRUSTEES SUBMITTAL

Meeting Date: June 6 - 7, 2019

The University of Alabama

Math and Science Education Building Renovation

411 Hackberry Lane

Vince Dooley/Carla Coleman Jones Date:

TUSCALOOSA, ALABAMA

April 22, 2019

- - Range of Construction Costs ,--• ~ l y~

L2l Building Renovations $

□ Building Addition $

□ New Construction $

□ Campus Infrastructure $

□ Equipment $

□ Other $

· ding Type - Group I

0 Industrial Building Without Special Facilities

0 Parking Structures/Repetitive Garages

0 Simple Loft Type Structure

0 Warehouses/Utility Type Buildings

0 Other

Building Type - Group II

0 Apartments and Dormitories

0 Exhibit Halls

0 Manufacture/Industrial Facilities

0 Office Building (Without Tenant Improvements)

0 Printing Plants

0 Service Garage/Facility

0 -Other (Storm Shelter and Multi -Purpose Event)

23,000,000

Architect/Engineer Selection Math and Science Education Building Renovation

to $ 25,000,000

to $

to $

to $

to $

to $

Percentage of Project

%

%

%

%

%


%

%

%

%

%

%

%

Pagel of4

THE UNIVERSITY OF ALABAMA

Building Type - Group III

~ College Classroom Facilities

D Convention Facilities

D Extended Care Facilities

D Gymnasiums

D Hospitals

D Institutional Dining Halls

~ Laboratories

D Libraries

D Medical Schools

D Medical Office Facilities and Clinics

D Mental Institutions

~ Office Buildings (with tenant improvements)

D Parks

D Playground and Recreational Facilities

D Public Health Centers

D Research Facilities

D Stadiums

D Central Utili ties Plants

D Water Supply and Distribution Plants

D Sewage Treatment and Underground Systems

D Electrical Substations and Primary and Secondary

Distribution Systems, Roads, Bridges and Major Site

Improvements when performed as Independent projects

ilding Type - Group IV

D Aquariums

~ Auditoriums

D Art Galleries

D College Buildings with special features

D Communications Buildings

D Special Schools

D Theaters and similar facilities

~ Other - Common Space/Circulation, Building Support

Architect/Engineer Selection - Math and Science Education Building Renovation

TUSCALOOSA, ALABAMA


39 %

%

%

%

%

%

16 %

%

%

%

%

4 %

%

%

%

%

%

%

%

%


%

6 %

%

%

%

%

%

35 %

Pagt' 2 of -l

THE UN IVERSITY OF ALABAMA TUSCALOOSA, AL/\8/\MJ\

Building Type - Group V Percentage of Project

D Residences and Specialized Decorative Buildings

D Other

Repetitive Design or Duplication of Facilities

Does the Building Program/Requirements support repetitive design or

duplication of Facilities justifying an adjustment in A/E Design Fees?

-;; · • ' · _ ~ _ c1m Development

Will the A/E Agreement require the Development of a Comprehensive

Building/Design Program in lieu of one provided by Owner requiring an

adjustment in A/E Fees?

Construction Consultant Services

Will the University be utilizing a Construction Consultant who will perform

some of the services normally provided by the Architect requiring an

adjustment of A/E Fees?

Will the project be competitively bid and constructed using Multiple Trade

Contracts requiring additional services from the A/E?

Design Build Servkes

Will the University be using a Design/Build process, which will result in a

reduction in contracted design services and a corresponding adjustment in

A/E Fees?

: .. _,.: ... ct/Engineer Project Notifications

D Advertised through State Building Commission

D Local/State Trade Journals

~ Posted on Campus Web Pages

~ Direct Contact with A/E Companies/Firms

~ Other: Newspaper and email distribution list

Architect/Engineer Selection - Math and Science Education Building Renovation

%

%

D Yes

D Yes

D Yes

D Yes

D Yes

~ No

~ No

~ No

~ No

~ No

Page 3 of 4

THE UNIVE RSITY OF ALABAMA TUSCALOOSA, I\LAU/\)11;\

Appointed Consultant Selection Committee (CSC): (Name and Title)

1. Taylor Thorn, Project Manager

2. Joshua Bollinger, Project Manager

3. Vince Dooley, Architectural Design Coordinator

4. Susanna Johnson, Director, Furnishings and Design

5. Dr. Ray White, Senior Associate Dean for Nalural Science and Mathematics

6. Dr. Han Luoheng, Associate Provost for Academic Affai rs

Qualified Firms/Companies Submitted:

1. JMR+H Architecture, PC, Montgomery, Alabama

2. KPS Group, Inc., Birmingham, Alabama

3. TurnerBatson Architects, PC, Birmingham, Alabama


Ranking of Most Qualified Firms to be submitted to the Physical Properties Committee:

1. KPS Group, Inc., Birmingham, Alabama

2. TurnerBatson Architects, PC, Birmingham, Alabama


4. JMR+H Architecture, PC, Montgomery, Alabama

Reviewed and approved by:

Chairman of Consultant Selection Committee

Architect /Engineer Sel e(tio n - .\lath an<l Sc: 11:: nce Ed u..:ati on Building R~novatwn Page 4 of 4

Oral Interview Criteria/Focus Math and Science Education Building Renovation

(former Biology Building) UA Project No. 034-19-2011

Date: September 12, 2018

l . Welcome/Introduction (time allotted= 5 minutes)

a. Design Team

i. Brief Introduction of your firm and the person or team who is ultimately responsible

for project success.

2. Design Opportunities/Feedback - (time allotted= 20 minutes)

a. Describe your team's expertise with computer classroom and math lab spaces and how they are

integrated with multi-functional facilities. Discuss any emerging trends or technologies that

would permit these spaces to be flexible . (i.e. seating or layout)

b. Please review the project programming information and provide design feedback and ideas

that you feel could enhance this project.

c. Elaborate on your firm's experience with the coordination of major building systems (i.e.

mechanical and electrical) on renovations projects in order to provide both cost effective and

efficient solutions.

3. Project Design Schedule (time allotted= 10 minutes)

a. Provide a proposed design and construction schedule for this project assuming an early July

2020 construction completion date. Elaborate on your strategy to keep this project on

schedule.

b. Discuss your firm's approach and ability with fast track projects.

4. Questions & Answers (time allotted= 5 minutes)

The University of Alabama

Architectural Presentation Outline Math and Science Education Building Renovation

{former Biology Building) UA Project No. 034-19-2011

Part 1

ONE: RESPONDENT'S STATEMENT OF QUALIFICATIONS (Score 1-5)

A. Describe your firm's experience working with other universities and state agencies.

B. Describe your firm's experience working with The University of Alabama.

a. The UA desires to have input in the procurement of consultants once the top ranked firm

is selected.

C. The UA encourages the use of certified minority-owned businesses and certified women-owned

businesses in its construction program. Describe your firm's approach in soliciting certified

minority-owned or women-owned firms and consultants.

TWO: RESPONDENT'S PERFORMANCE ON PAST REPRESENTATIVE PROJECTS (Score 1-5)

A. Identify and describe the proposed team's past experience providing A/E services that are

identical or similar to this project within the last ten (10) years. List the projects in order of

priority, with the most relevant project listed first.

B. Provide references (for each project listed above, identify the following):

• The Owner's name and their representative who served as the day-to-day liaison during

the design and construction phases of the project, including current contact information.

The Owner may contact these references during this qualification process.

C. Has your firm/organization within the past seven (7) years ever been terminated from a design

project? If yes, please give pertinent details.

THREE: LITIGATION AND CLAIMS (Score 1-5)

A. Does your firm/organization or any of its officers currently have any judgments, claims,

arbitration or mediation proceedings pending or outstanding? If yes, please give pertinent details and outcome(s).

B. Has your firm/organization within the past seven (7) years filed any lawsuits or requested

arbitration or mediation proceedings in regard to any of your construction projects? If yes, please

give pertinent details and outcome(s) .

FOUR: RESPONDENT'S ABILITY TO MEET INSURANCE REQUIREMENTS (Score 1-5)

A. Does your firm/organization have the ability to meet all of the UA insurance requirements? (see attached)

B. What is your process for managing any claims of the contractors during the project?

FIVE: PROJECT SPECIFIC CRITERIA (Score 1-5)

A. Describe any innovative design solutions/technologies and approaches for instructional

spaces/labs and collaboration spaces for academic buildings.

B. Discuss your firm's ability to meet aggressive design and construction schedule.

C. Describe your firm's experience with the coordination of major building systems (i.e. mechanical

and electrical).

LOCATION MAP

Math and Science Education Building Renovation*

*Former Biology Building

math and science education building renovation a combined

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